-19.7%
HITI vs VOO
+117.0%
-136.7%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -2.1% |
| 7D | -1.4% | -0.8% | -0.6% | -0.5% |
| 30D | +8.6% | -1.1% | +9.7% | +9.8% |
| 3M | +8.6% | +3.9% | +4.7% | +3.7% |
| 6M | +2.4% | +13.6% | -11.2% | -11.6% |
| YTD | -4.5% | +12.7% | -17.2% | -16.9% |
| 1Y | -25.1% | +17.6% | -42.7% | -38.0% |
| 3Y | +43.7% | +77.3% | -33.6% | -29.4% |
| 5Y | -66.7% | +84.1% | -150.8% | -83.5% |
| All | -19.7% | +117.0% | -136.7% | -73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling